NWAG
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Net Worth Advisory Group’s Lumen LUMN Stock Holding History

Net Worth Advisory Group’s Portfolio LUMN Stock Details LUMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-33,100
Closed -$203K – 465
2025
Q3 		$203K Buy
+33,100
New +$159K 0.06% 384
2025
Q1 		– Sell
-27,149
Closed -$144K – 398
2024
Q4 		$144K Buy
+27,149
New +$187K 0.04% 376

Other funds holding LUMN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Net Worth Advisory Group's LUMN Position: Q4 2025 in Review

Net Worth Advisory Group sold out of Lumen (LUMN) in Q4 2025, closing a stake of 33,100 shares — an estimated $203K sold.

Net Worth Advisory Group first reported a position in LUMN in Q4 2024 and held it in 2 quarters. The position peaked at $203K in Q3 2025. 596 funds tracked by Wall St. Rank hold LUMN as of Q4 2025.

  • Net Worth Advisory Group reported no remaining Lumen position as of Q4 2025 after selling out during the quarter.
  • Net Worth Advisory Group sold 33,100 Lumen shares in Q4 2025, an estimated $203K.
  • Net Worth Advisory Group first reported a position in Lumen in Q4 2024 and held it in 2 quarters.
  • Net Worth Advisory Group's Lumen position peaked at $203K in Q3 2025.
  • 596 funds tracked by Wall St. Rank held Lumen as of Q4 2025.

Based on Net Worth Advisory Group's 13F filing for Q4 2025, filed 14 Jan 2026.